Your Genworth Team AimcoR August 2014 2012 Genworth
Your Genworth Team AimcoR August 2014 2012 Genworth Financial, Inc. All rights reserved. Company Confidential FOR PRODUCER/AGENT INFORMATION ONLY. Genworth NOT TO BE REPRODUCED OR 2011 SHOWN TO THEFinancial, PUBLIC. Inc. All rights reserved. Your Sales Team Life Sales Distribution Account Development Manager Wholesaling FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. 2 August 2014 Sales & Marketing Distribution Anthony Vossenberg Kevin Smith President, Distribution Bill Bales Operations Leader Chrissy Jeffreys Distribution Compensation & Bonus Paul White Associate Compensation & Reporting Nancy Mance Distribution Support Leader John Whitcomb SVP Marketing & Distribution Svcs David Thompson VP, Distribution Services Bill Hedish Dist & Mktg Analytics Leader Kirk Yates Data Ops & Reporting Leader Acting President, Life Charlie Gipple National Director Index Products Kevin OSullivan Internal Wholesale Sales Leader Mark Dinora Life Internal Team Leader REGIONAL VPs: Rob Bisch LIFE INTERNAL WHOLESALERS: Rick Nefzer Marilee Talley Jeff Boyer Debbie Browning Geoff Spencer Michael Sweazey Andrew Federspiel Jeff Waddington
Deborah Graham Scott Westfall Erin Mekalian LTC Marketing Leader James Honig Kristi McGivern Life & Annuity Marketing Leader Kathy Murrill Todd Wolfe James Walton Tena Krouse Marketing Mgr FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 Dave Foley VP Account Development Mgr Harold Kelly VP Account Development Mgr Carlan Snipes Daniel Chamberlin Joel Mier Product & Distribution Marketing Leader Brian Bulakites VP National Sales Manager, Life 3 Scott Ragaglia VP Account Development Mgr Karen Barr Assoc Account Development Mgr Your Life Sales Account Development Manager Your Genworth Account Development Manager Your Genworth Account Development manages the enterprise relationship withManager you. As your manages the enterprise One Genworth contact,relationship Scott will: with you. As your One Genworth contact, Scott will: Understand your unique capabilities, strategies andand Understand your unique capabilities, strategies goals goals, Provide a single point of contact across products Provide a single
point of contact across products, and Coordinate, facilitate and prioritize across Genworth to maximize our relationship with you. across Coordinate, facilitate and prioritize Genworth to maximize our relationship with you. Scott is a seasoned business leader with demonstrated success building sales capabilities and executing on Scott is in a seasoned business leader with demonstrated strategic plans that deliver production results. success in building sales capabilities and executing on strategic plans that of deliver results. Scott has 20+ years salesproduction and marketing experience in Scott Ragaglia MBA, JD, CLU, CHFC, LLIF [email protected] Office: 877 305.2977 Cell: 860 205.9052 Fax: 434 856.3074 Associate Account Manager Karen Barr [email protected] Office: 804 484.7131 the financial services & sales life insurance industry. Prior to Scott has 20+ years of and marketing experience his experience Genworth, he was a Director of Prior US in the financialwith services & life insurance industry. Client Services at
LIMRA International. He holds the JD, to his experience with Genworth, Scott was a Director MBA, ChFC and LLIF designations and is Scott currently of USCLU, Client Services at LIMRA International. aholds Vice President of National Accounts. the JD, MBA, CLU, ChFC and LLIF designations and is currently a ViceDoctorate Presidentdegree of National Scott received a Juris from Accounts. the University of CTaSchool of Law and admitted the CT Scott received Juris Doctorate degree fromtothe Bar Association. He received his MBA from the University of CT School of Law and admitted to the CT University of Hartford and attended Hartwick in Bar Association. He received his MBA from College the NY. Scott lives in Harwinton, CT with his wife and University of Hartford and attended Hartwick College in children. NY. Scott lives in Harwinton, CT with his wife and children. FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 4 Rick Nefzer, Regional Vice President 434 258.1534 Debbie Graham, Internal Wholesaler 804 281.6134 BGA LIFE SALES TEAM AK
Marilee Talley, Regional Vice President 804 937.6553 Kathy Murrill, Internal Wholesaler 804 922.5282 WA Geoff Spencer, Regional Vice President 804 316.4560 Debbie Browning, Internal Wholesaler 804 281.6062 Carlan Snipes, Regional Vice President 888 325.5433 ext. 812.7175 Andy Federspiel, Internal Wholesaler 804 281.6102 Todd Wolfe, Regional Vice President 888 222-7535 Jim Honig, Internal Wholesaler 804 289.3604 Rob Bisch, Regional Vice President 804 405.9822 Jeff Boyer, Internal Wholesaler 804 922.8344 Mike Sweazey, Regional Vice President 804 229-2316 Dan Chamberlin, Internal Wholesaler 804 281.6064 ND MN NH WI ID SD CT MI IA NE NV PA IL CO IN DE WV KS MO MD VA KY HI NC AZ RI NJ OH UT CA MA NY WY OK
NM TN AR MA SC AL GA MS National Sales Manager: Brian Bulakites, 410 487.5855 Internal Sales Leader: Mark Dinora, 804 281.6058 Internal Wholesaling: 866 498.7151 option 3, option 1 [email protected] Account Development Manager: Harold Kelly, 904 260.3606 [email protected] Associate Account Development Manager: Karen Barr, 804 484.7131 [email protected] FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 VT OR Scott Westfall, Regional Vice President 804 363.0320 Debbie Browning, Internal Wholesaler 804 281.6062 Jeff Waddington, Regional Vice President 877 239.8579 James Walton, Internal Wholesaler 804 289.3612 ME MT 5 TX CT LA FL Your Service Team Licensing & Commissions New Business Claims Customer Service FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 6 AimcoR Licensing and Commissions Team Licensing & Commission Questions/Inquiries The Communication Team is your first point of contact. They can be reached at: 800 991.5684 (phone) 434 948.5058 (fax) [email protected] (e-mail inquiries) As needed, work with team and group leaders to solve problems. First point of contact for: Answers toll-free line Licensing & Commission needs and status information Rush requests
Resolves problems Responds to your routine emails Packages can be mailed to: Genworth Financial Attn: Licensing & Commissions 3100 Albert Lankford Drive Lynchburg, VA 24501 Below is the link to the most current Genworth contracting paperwork. www.genworth.com/produceronboarding The following items can be found on this link: Coordinator Jennifer Kearns ext. 812.2109 Assists with complex problems and resolving escalated cases [email protected] Team Manager James Camden ext. 812.2949 [email protected] Director Monica Martin ext. 812.2476 [email protected] Operations Leader Paul Shager ext. 812.2885 Drives team performance while focusing on customer relationships and process improvements Top-line escalation and feedback Responsible for strategic planning and customer initiatives PIF EFT Form Appointment required by state Training information List of acceptable titles Below is the link to Genworth Pro: www.genworth.com/pro Use this link 24/7 to find for your office and your producers: Commission statements Licensing & Appointment status Commission schedules Payment method Payment frequency [email protected] FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 7 Licensing and Commissions Producer Checklist Producer Setup Genworth Online Training Links Appointment Paperwork will be reviewed Producer Information and Appointment Form (PIF) Genworth online training feeds directly into our admin system within 2 hours of taking the course.
Page 1, 2, 8 required, must have signature and date Pages 3-6, if yes answers provided, provide details Page 7, informational only Page 9, completed by back office with commission direction Anti-Money Laundering Training: http://www1.genworth.com/content/annuity/training/aml-training/story.html Annuity Product Specific Training: www.genworth.com/annuityproducertraining One form, one signature (with title) for corp and officer Producer Code will be emailed to the producer and the top-level Okay to Sell (dates must be effective prior to soliciting business) Ensuring your application is credited correctly Provide the correct agent hierarchy (Intermediaries, Top level) License (correct line of authority) Product Specific Annuity training Utilize the NB Coversheet Index Product Training (Iowa only) Provide the producers code on the application General Annuity/LTC training (per state requirements) Pre-appointment states: MT, PA Appointments (Requires PIF and License) Pre-appointment states: MT, PA Additional states appointed as new business submitted Common Errors State required general annuity/LTC training has not been completed Product specific annuity training has not been completed Training will be taken after the application was solicited Effective date must be prior to solicitation FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 8 AimcoR Life New Business Team Case Management / Issue Resolution The Touch Team is your first point of contact. Reach your dedicated Touch Team Case Managers at: 888 325.5433 ext. 812.4200 Mail all application packages to: Genworth Financial Attn: New Business Department 3100 Albert Lankford Drive Lynchburg, VA 24501 Underwriting If you have underwriting questions, start with your case manager who will direct you to the case underwriter: Underwriting Quick Quotes: [email protected] 434 948.5060 (fax) [email protected] (e-mail inquiries)
As needed, work with team and leaders to solve problems. Link to Processing Center Manual http://www.tsg-va.com/pcguide/ Touch Team Case Managers Wanda Lauther Denise Lieber Osborne Daryl Stump Crystal Braun Tamalita Johnson Crystal Wilkins Tamesha Brian Finley Shana West Kelly Moore Freda Broderson Team Coordinator Barbara Brown ext. 812.5931 First point of contact for: Answers your dedicated toll-free line Underwriting needs and status information Rush requests Resolve problems Responds to your routine emails Assists Case Managers with complex problems and resolving escalated cases [email protected] Team Account Manager Heather Deaner ext. 812.2086 [email protected] Drives team performance. Focuses on customer relationships, strategic planning and process improvements Underwriter Contacts Dan Nowell ext. 812.7447 Consultant Bob Alexander ext. 812.5755 Barbara Miskowic ext. 812.5268 Cathy Cook ext. 812.7743 Peter St. Angelo ext. 812.4280 Tad Coburn ext. 812.7131 Tracy Diggs ext. 812.7890 Yoly Singletary ext. 812.7492 Julie McHaffie ext. 812.2594 Underwriting Team Manager Rod Yearwood ext. 812.5971 [email protected] Large Case Underwriter Ted Palmer ext. 812.5169 [email protected] Large Case Team Leader Director, Operations Kim Hahn ext. 812.5666 [email protected] Top-line escalation and feedback Todd Johnston 888 325.5433 ext. 812.5688 [email protected] Monitors team & production to ensure consistent Underwriting practice and review.
Large Case: $3,000,001 & up = amount or $25,000+ annualized premium Large Case Quick Quotes largecaseUWLifeInsuranceQuickQuote @Genworth.com [email protected] VP Underwriting [email protected] SVP and Chief Underwriter Ray Dinstel ext. 812.2877 [email protected] FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. 9 August 2014 Steve Ward ext. 812.5652 Shelby Hollister ext. 812.7107 VP, Operations Daily team production, including Trials and Quick Quotes Review cases escalated for reconsideration Handle customer issues referred by the case managers Responsible for consistent underwriting and service across New Business AimcoR TLC New Business Case Management / Issue Resolution The Touch Team is your first point of contact. Reach your dedicated Touch Team Case Managers at: Phone: 866 446.9852, Option 2, Option 2 Fax: 888.296.1081 Email: [email protected] As needed, work with team and group leaders to solve problems. 1) Touch Team Case Managers Alicia Cordell ext. 813.6726 Jane Millner ext. 812.5056 Sheila Drinkard ext. 812.5950 Deborah Steen ext. 812.2381 Heather Hudnall ext. 812.7281 Crystal DeNovais ext. 812.2321 # Doris Bowling, Team Coordinator Ext. 812.4528 # Noreen Lindsay, Team Coordinator Ext. 812.4442 TLC Team Manager Kelly Allamong ext. 812.5408 [email protected] TLC Director Dianne Wright ext. 812.5328 [email protected] Mail all application packages to: Genworth Financial Total Living Coverage 3100 Albert Lankford Drive Mail Stop 3-055 Lynchburg, VA 24501 First point of contact for: Status information; to include UW requirements Resolve problems Responds to your routine emails TLC Fulfillment: Express App/QR Phone: 866 446.9852, Option 2, Option 1 Email: [email protected] Escalation Representative: Sonya Woodworth ext. 812.4321 New Business TLC Subject Matter Expert. Training/audit/complaints/ # escalations
Underwriting: If you have underwriting questions, start with your case manager who will direct you to the case underwriter: Phone: 866 446.9852, Option 2, Option 2 Drives team performance. Focuses on customer relationships. Strategic planning, customer initiatives and process improvements TLC Underwriting Team Stephaine Watts ext. 812.7483 Michelle Briley ext. 812.7430 Darlene Ames ext. 812.5046 Kirsten Foster ext. 812.7416 Bridgett Lancour ext. 812.1779 Leigh Ann Woody ext. 812.5225 Underwriting TLC Email: [email protected] TLC Team Manager Steve Ward ext. 812.5652 [email protected] LTC/RLC NB Operations, VP Todd Beck ext. 812.2866 [email protected] Responsible for service across New Business SVP and Chief Underwriter Ray Dinstel ext. 812.2877 [email protected] FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 10 Monitors UW team & production to ensure consistent Underwriting practice and review. Responsible for underwriting and service across New Business AimcoR Life Claims Team Incontestable & Contestable Claims / Issue Resolution Mail all Claims packages to: The Claims Examiners are your first point of contact. As needed, work with team, quality analyst and group leaders to solve problems. Examiners 888 325.5433 Life of Virginia Claims: ext . 812.4468 Incontestable Claims First Colony, GE Capital, American Mayflower and Federal Home Life: ext . 812.4959 Contestable Claims First Colony, GE Capital, American Mayflower and Federal Home Life: ext. 812.4960 Quality Analyst Team 888 325.5433 Donna Bybee ext. 812.5182 Michelle Kirby ext. 812.5044 Initial Response Team Supervisor 888 325.5433 Nancy Turner, ext. 812.450 First point of contact for: Answering your dedicated toll-free line Reporting notice of death Status information
Rush requests Resolving problems Responses to your routine emails Incontestable Claims: Genworth Financial Attn: Claims Department P.O. Box 1572 Lynchburg, VA 24505 A D D IT IO C la im L ife o s :Ify o u h a v e a C la im s q u e s tio n ,s ta f irg n V i ia 8 8 8 3 2 5 .5 4 3 3 e x t.8 1 2 .4 4 6 8 In c o n te s ta b le F irs tC o lo n y L ife ,G E C a p ita 8 8 8 3 2 5 .5 4 3 3 e x t.8 1 2 .4 9 5 9 te s a t b le F irs tC o lo n y L ife ,G E C a p ita l,A 8 8 8 3 2 5 .5 4 3 3 e x t.8 1 2 .4 9 6 0 Co n Fa x : In c o n te C o n te s E ma We b il: : ly n life c la im s @g e n w o rth .c o m g e n w o rth .c o m /c la im s L o c a te fo rm s a n d p rin tfo rm s re q C Po r n c ta e c s tin s d fo e rm sa ctio rip n tio n s ta b le ta b le 4 4 3 4 9 4 8 3 4 9 4 8 rtw ith y o u rE x a m l,A m e ric a n Ma y flo w e r,a n d F e d e ra lH o m e L m e ric a n M a y flo w e r,a n d in e rT e a F e d e ra lH m:
o m e L ife ife .5 7 8 3 .5 4 4 3 u ire d fo rp ro c e s s in g a c la im Assists Examiners with complex problems and resolves escalated claims Manages team that handles all incoming claims calls and any call-related problems [email protected] Team Manager 888 325.5433 John Pettit ext. 812.2017 [email protected] Top-line escalation and customer feedback, strategic planning, customer initiatives and process improvements Life and Annuity Claims Director Dennis Ingersoll ext. 812.2931 [email protected] FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. 11 August 2014 Contestable Claims: Genworth Financial Attn: Claims Department P.O. Box 10718 Lynchburg, VA 24506 NAL CO NT ACT IN F O R M A T IO N : AimcoR Fixed Life Customer Service Team Phone: 888 325.5433 Fax: 888 325.3299 Email: [email protected] Phones: Debra Carson ext. 812.2105 Michelle Wilkes ext. 812.2090 Kim Snell ext. 812.7902 Transactions: Reinstatements Financial/Non-Fin Brenda Huffman ext. 812.2896 In-force Illustrations Theresa Winebarger ext. 812.5001 Conversions and Policy Changes Carroll.Erwin ext. 812.5468 First point of contact for: Policy Information Policy Changes General Inquiries Drives team performance and focuses on customer relationships. Team Manager Jonathan Blake ext. 812.3450 Drives overall team goals focuses on improving productivity and quality. Director
Strategic planning customer initiatives and process improvements Wisty Mayberry ext. 812.5006 FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. 12 August 2014 Your Sales Operations Team Bonus Programs Contracting and Sales Support FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. August 2014 13 AimcoR Sales Operations and Support Bonus Programs Team Function Contracting and Sales Support Works jointly with Commissions team to administer Bonus Programs for LTC Life and Fixed Annuity production Coordinates with Sales Team to ensure customer understanding of available programs Researches policy level detail associated with bonus payments Leader Drives team performance. Focuses on customer relationships. Chrissy Jeffreys Distribution Compensation [email protected][email protected] Other Helpful Contacts Producer Web Site www.genworth.com/pro [email protected] Phone: 800 404.2956 Sales Center Websites www.genworth.com/IndexInstitute www.genworth.com/lifesalescenter www.genworth.com/annuitysalescenter www.genworth.com/ltcsalescenter Works jointly with Licensing Team to contract BGAs for LTC TLC Life and Fixed Annuity Products Contracting Maintenance Principal changes or additions back office address and email changes and marketing group hierarchy changes Compensation schedules and questions Nancy Mance Distribution Support [email protected][email protected][email protected] Agent Level appointments changes and status [email protected] Phone: 800 991.5684 FOR PRODUCER/AGENT INFORMATION ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. 14 August 2014
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